During our live session, Erik Mansur of Crayon was joined by Alex McDonnell of Airtable, to discuss how your teams can set up a win/loss project for success. Alex, who has developed course material and best practices on win/loss execution addresses:
How to set realistic win/loss project goals that align to your company's overall strategy
Getting stakeholder buy-in and involvement before officially kicking off a project
The right (and wrong) way to create a win/loss project brief